SR. ACCOUNT MANAGER
The Trade Group
Performs in a senior-level Account Management capacity required for the successful daily operations of the business. Provides comprehensive operational support to Sales, clients, and internal teams from quote creation and sale through project completion, reconciliation, and invoicing. Ensures accurate execution within the given time frame and budget while supporting a professional, customer-facing experience. The Sr. Account Manager is recognized as a department resource with advanced knowledge of TTG systems, processes, project execution, client support practices, and industry standards. This role contributes to the success of the Account Management department through training, process improvement, knowledge sharing, and promotion of best practices. The position does not include direct supervisory responsibility, payroll recommendations, or formal escalation authority. The Sr. Account Manager is expected to positively influence department performance through expertise, collaboration, professional example, and strategic thinking. ESSENTIAL FUNCTIONS: Learn, maintain, and model TTG’s standard products, services, culture, procedures, and best practices. Attend all departmental meetings and participate as an experienced Account Management resource. Perform administrative and maintenance duties as needed to support orders, clients, Sales, and department workflow. Drive collaboration to ensure project deliverables are completed effectively, efficiently, and in alignment with TTG standards. Work effectively and demonstrate respect for colleagues at all levels, consistently contributing to a positive work environment. Serve as a senior-level resource to support consistency, accuracy, and best-practice alignment within the Account Management department. Facilitate formal onboarding and training for Account Management team members as assigned or requested by leadership. Support department leadership by providing practical feedback, process observations, and recommended improvements related to workflow, documentation, training, client-facing support, and execution. Represent department perspectives related to process, training, workflow efficiency, and best practices when requested by leadership. Help identify recurring issues, gaps, or risks and contribute to solutions that improve department performance, client experience, and operational alignment. RESPONSIBILITIES: Includes but not limited to: Client & Project Support Support assigned client accounts through effective project coordination, execution, communication, documentation, and order management. Maintain professional, responsive, and service-oriented communication with clients and internal stakeholders to support project success and a positive client experience. Partner with Sales and Account Executives to support execution of client objectives, project requirements, and approved client commitments. Elevate new prospect opportunities, relationship management needs, and business development discussions to Sales or Account Executive as appropriate. Assist with complex project situations by leveraging departmental knowledge, historical experience, and best practices. Help ensure consistency in execution standards and customer-facing communication across the Account Management department. Quote opportunities presented by Sales. Obtain quotes from approved vendors/internal teams and apply markups for resale. Provide proposals for show services including shipping, material handling, electrical, rigging, internet, cleaning, I&D labor, supervision, and other reasonable services requested by the client. Attend client preview/training prior to quoting as needed. Prepare written correspondence, proposals, quotations, and client-facing documentation. Apply advanced knowledge of TTG processes, pricing considerations, project scope, and client expectations to support accurate quoting. Assist team members with quoting questions, process guidance, or complex scope review when requested. Execution of Sold Booth/Event Projects Ensure the coordination of newly sold projects and completion within client-provided deadlines. Review and verify sales agreements, calendars/timelines, colors, approvals, deposits, and required backup documentation within TTG systems. Rectify timelines with the Account Executive and communicate revised timelines internally and externally when applicable. Process orders internally by updating sales quote to sales order. Create work orders and execution communications for internal teams. Distribute accurate orders to correct vendor(s). Collect confirmations from vendors including prices, delivery dates, colors, quantities, and shipping information. Monitor progress of project timelines with internal teams and external vendors. Attend client preview/training and complete follow-up on the project. Confirm schedule for preview date and time. Reconcile each order and submit for final invoicing. Provide guidance to team members on order execution, documentation expectations, and process resources when needed. Assist with complex or high-risk project situations by helping identify next steps, communication needs, and internal alignment requirements. Shipment Readiness & Execution Alignment Confirm shipment-related details are accurate and aligned with the current project status, including ship dates, client expectations, payment status, and required internal approvals to ensure readiness for release. Verify and communicate balance due prior to shipping when required. Coordinate with internal teams to confirm readiness, resolve open concerns, and support timely execution. Recommend or escalate shipment risks, timeline concerns, or unresolved payment/documentation issues before shipment release when appropriate. Exhibit Management Program (EMP) Monitor onboarding of new EMP clients with internal teams. Support quoting of new graphics. Support client satisfaction as related to the Exhibit Management Program through accurate execution, timely communication, and coordination with Sales and internal teams. Reconcile internal damage repair quotes and provide estimates to clients in accordance with TTG’s best practices. Reconcile each order and submit for final invoicing. Support EMP-related best practices, including accurate asset tracking, inventory communication, damage documentation, client expectations, and repair quote coordination. Assist team members with EMP-related questions or process interpretation when requested. Process Improvement & Operational Excellence Identify opportunities to improve workflow efficiency, documentation standards, communication practices, and operational consistency. Participate in testing, implementation, and adoption of new tools, technologies, and department initiatives. Assist in developing and maintaining department templates, process documentation, training materials, and best-practice resources. Promote continuous improvement through knowledge sharing, collaboration, and constructive feedback. Utilize approved technology and AI-assisted productivity tools responsibly to improve efficiency while maintaining confidentiality and data accuracy. Account assignments and project responsibilities may vary based on business needs, client requirements, complexity, specialization, experience level, and demonstrated capabilities. REQUIRED EDUCATION AND EXPERIENCE: Bachelor’s degree or work equivalent. Minimum 7+ years of experience in account management, client services, trade show/event management, sales support, project coordination, or related industry experience. Trade show experience preferred. Demonstrated history of successfully supporting complex client-facing projects, cross-functional coordination, and high-visibility customer engagements. Must possess strong PC Windows-based skills and ability to learn new programs/procedures quickly. Microsoft Copilot or similar AI-assisted productivity tool experience highly desired, with ability to use technology responsibly to summarize information, support documentation, organize follow-up, and improve workflow efficiency. Ability to operate computer hardware and to work with and learn new software applications. Ability to maintain confidentiality. Ability to express ideas clearly and concisely, in writing and verbally. Attention to detail and accuracy are critical. Ability to work accurately and quickly under company deadlines. Must have the ability to exercise considerable judgment and discretion in establishing and maintaining good working relationships and interactions with employees in an efficient and professional manner. Ability to prioritize and balance multiple tasks and projects with commitment to meeting and exceeding deadlines and goals. Must develop and maintain advanced knowledge of products, services, pricing, TTG systems, and Account Management best practices. Demonstrated ability to support, train, or guide peers through process knowledge, documentation, and best-practice recommendations. Cooperative, courteous, flexible, and good natured. Conscientious, persistent, resourceful, productive, and active. Demonstrates good common sense, positive attitude, work ethic, willingness to take initiative, and ability to operate with professionalism. #J-18808-Ljbffr
$80k
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